Principal Financial Group – March 2018 Chamber Spotlight

Principal Financial Group’s focus is on the future. The future for you, your business, your family and your community.

Principal Financial Group® has been dedicated to helping individuals and businesses with their financial goals for over 135 years. The process begins by listening to clients’ concerns and helping to identify solutions. The end result is a strategy that works for each client. With the products and services available, they have the ability to work with you to help protect your family, business, retain your employees and protect your assets. 

Matthew Schultz, Todd Anania and Jeff Eynetich make up a dynamic an assessable team that serves the Ord and Valley County area based out of their Grand Island office.

In May 1996, Todd joined Principal Financial Group to partner with Home Federal Bank to run their Investment Center in the Grand Island area. In 2014, Todd asked Matt to join the team to help grow the Investment Center. In 2016, Jeff joined the team to service Randy Jensen, Don Reznicek, Floyd Raymond, and Wendell Jensen’s clients located primarily in Ord, Kearney, Broken Bow and the surrounding areas. Simultaneously, Home Federal Bank expanded their footprint to Lexington, Holdrege, Hastings, and Superior.

Matt shares, “Our commitment is that if someone contacts us, we return communication in 24 hours. If a client needs to meet, we will drive to them or meet them where it is most convenient within a week.”

“We have a sweet spot in our planning for farms, ranches, the medical industry, and the construction/contracting industries. We have a special Business Owners and Executive Solutions team that helps to review Buy Sell Agreements as well as perform informal business valuations. We think this is important when trying to keep a business in the community, while at the same time attracting the next generation to move back and have a plan to keep the business in the community for the next generations to come.”

Principal Financial Group continues to seek comprehensive planning for the whole financial picture. They leverage technology to achieve a clear path for where clients want to go.

They enjoy working with a wide variety of individuals, families, businesses and multigenerational farms and businesses and their see that continuing to grow. “We strive to provide value by educating our clients, then setting real, attainable, and clear goals. From doing that there is a mutually beneficial experience and that is where we have seen the most growth.”

In addition to their involvement with Principal Financial Group, Matt manages a 4th generation century farm with his brother in Cairo, while Jeff operates a cattle/farm operation with his family from Cairo, Sargent, and Ord.

Visit their YouTube channel for stories from Principal Financial Group customers and if you would like to learn more about their services, plan to attend their informational evening in Ord on Thursday, March 8, 2018 at 6:00 pm. A catered meal and refreshments will be provided as you hear from their guest speakers.

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